Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q4 2024)
According to the SEC 13F filed on Jan 17, 2025, the Eagle Capital Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2024. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q4 2024, the filing reported:
New Buys - Tesla, Inc.
Increases - Apple Inc., Applied Materials, Inc., Berkshire Hathaway Inc. New, Chevron Corporation, Fidelity MSCI Health Care Index, and 17 more
Reductions - Accenture plc, Amazon.com, Inc., Broadcom Inc., Home Depot, Inc. (The), Pepsico, Inc., and 4 more
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q4 2024
|
AAPL
Apple Inc.
|
Buy |
+272
|
|
Q4 2024
|
ACN
Accenture plc
|
Sell |
-4
|
|
Q4 2024
|
AMAT
Applied Materials, Inc.
|
Buy |
+290
|
|
Q4 2024
|
AMZN
Amazon.com, Inc.
|
Sell |
-109
|
|
Q4 2024
|
AVGO
Broadcom Inc.
|
Sell |
-618
|
|
Q4 2024
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+68
|
|
Q4 2024
|
CVX
Chevron Corporation
|
Buy |
+242
|
|
Q4 2024
|
FHLC
Fidelity MSCI Health Care Index
|
Buy |
+1,072
|
|
Q4 2024
|
FTNT
Fortinet, Inc.
|
Buy |
+404
|
|
Q4 2024
|
GOOGL
Alphabet Inc.
|
Buy |
+371
|
|
Q4 2024
|
HD
Home Depot, Inc. (The)
|
Sell |
-39
|
|
Q4 2024
|
INTU
Intuit Inc.
|
Buy |
+26
|
|
Q4 2024
|
JPM
JP Morgan Chase & Co.
|
Buy |
+13
|
|
Q4 2024
|
LGLV
SPDR SSGA US Large Cap Low Vola
|
Buy |
+121
|
|
Q4 2024
|
LMT
Lockheed Martin Corporation
|
Buy |
+32
|
|
Q4 2024
|
MSFT
Microsoft Corporation
|
Buy |
+96
|
|
Q4 2024
|
PEP
Pepsico, Inc.
|
Sell |
-203
|
|
Q4 2024
|
PFE
Pfizer, Inc.
|
Sell |
-755
|
|
Q4 2024
|
PRU
Prudential Financial, Inc.
|
Sell |
-5
|
|
Q4 2024
|
QQQ
Invesco QQQ Trust, Series 1
|
Buy |
+185
|
|
Q4 2024
|
RSPH
Invesco S&P 500 Equal Weight He
|
Buy |
+391
|
|
Q4 2024
|
SCHD
Schwab US Dividend Equity ETF
|
Buy |
+579,549
|
|
Q4 2024
|
SCHG
Schwab U.S. Large-Cap Growth ET
|
Buy |
+145,100
|
|
Q4 2024
|
SCHX
Schwab U.S. Large-Cap ETF
|
Buy |
+123,626
|
|
Q4 2024
|
SPY
SPDR S&P 500
|
Buy |
+182
|
|
Q4 2024
|
TSLA
Tesla, Inc.
|
Buy - Position Entry |
+820
|
|
Q4 2024
|
UNH
UnitedHealth Group Incorporated
|
Buy |
+33
|
|
Q4 2024
|
V
Visa Inc.
|
Sell |
-31
|
|
Q4 2024
|
VXF
Vanguard Extended Market ETF
|
Buy |
+389
|
|
Q4 2024
|
WMT
Walmart Inc.
|
Buy |
+321
|
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